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Ishares Tr s^p aggr all shares owned by Icon Wealth Advisors

Quarter-by-quarter ownership of Ishares Tr s^p aggr all (AOA) shares owned by Icon Wealth Advisors from 13F filings

Historical chart of Icon Wealth Advisors investment in Ishares Tr s^p aggr all

Tip: Access up to 7 years of quarterly data

All positions including Ishares Tr s^p aggr all held by Icon Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares Tr s^p aggr all by Icon Wealth Advisors

Quarter filed Position value Share count Share price at filing
2023-12-31 $110k 1.6k 69.07

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Accenture Plc Ireland Shs Class A Stock (ACN)
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Microsoft Corp Stock (MSFT)
Ishares Msci Usa Quality Factor Etf Etf (QUAL)
Ishares National Muni Bond Etf Etf (MUB)
Blackrock U.s. Equity Factor Rotation Etf Etf (DYNF)
Amazon Stock (AMZN)
Ishares Msci Eafe Value Etf Etf (EFV)
Ishares S&p 500 Growth Etf Etf (IVW)
Ishares Msci Eafe Growth Etf Etf (EFG)
Chevron Corp Stock (CVX)
Exxon Mobil Corp Stock (XOM)
Enterprise Prods Partners Stock (EPD)
Ishares U.s. Technology Etf Etf (IYW)

View all positions for Icon Wealth Advisors

Top funds holding Ishares Tr s^p aggr all

NorthStar Asset Management
Rockefeller Capital Management
Assetmark
Cambridge Investment Research Advisors
Mesirow Financial Investment Management International Equity
LPL Financial
LBMC Investment Advisors
Bank of America Corporation
Warren Averett Asset Management
Jane Street
Patton Albertson & Miller
Waterloo Capital
Commonwealth Equity Services
Morgan Stanley
Northwest Wealth Management

View all funds holding Ishares Tr s^p aggr all